| Schedule of Segment Reporting |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | Fiscal Quarter Ended | | Two Fiscal Quarters Ended | | | May 3, 2026 | | May 4, 2025 | | May 3, 2026 | | May 4, 2025 | | | | | | | | | | | | (In millions) | | Semiconductor solutions: | | | | | | | | | | Net revenue | | $ | 15,009 | | | $ | 8,408 | | | $ | 27,524 | | | $ | 16,620 | | | Cost of revenue | | 4,573 | | | 2,631 | | | 8,522 | | | 5,247 | | | Research and development | | 999 | | | 847 | | | 1,940 | | | 1,638 | | | Selling, general and administrative | | 156 | | | 124 | | | 278 | | | 223 | | | Operating income | | $ | 9,281 | | | $ | 4,806 | | | $ | 16,784 | | | $ | 9,512 | | | | | | | | | | | | Infrastructure software: | | | | | | | | | | Net revenue | | $ | 7,178 | | | $ | 6,596 | | | $ | 13,974 | | | $ | 13,300 | | | Cost of revenue | | 505 | | | 462 | | | 999 | | | 966 | | | Research and development | | 601 | | | 677 | | | 1,178 | | | 1,317 | | | Selling, general and administrative | | 425 | | | 470 | | | 827 | | | 908 | | | Operating income | | $ | 5,647 | | | $ | 4,987 | | | $ | 10,970 | | | $ | 10,109 | | | | | | | | | | | | Total: | | | | | | | | | | Net revenue | | $ | 22,187 | | | $ | 15,004 | | | $ | 41,498 | | | $ | 29,920 | | | Cost of revenue | | 5,078 | | | 3,093 | | | 9,521 | | | 6,213 | | | Research and development | | 1,600 | | | 1,524 | | | 3,118 | | | 2,955 | | | Selling, general and administrative | | 581 | | | 594 | | | 1,105 | | | 1,131 | | Unallocated expenses: | | | | | | | | | | Stock-based compensation | | 2,092 | | | 1,771 | | | 4,268 | | | 3,051 | | | Amortization of acquisition-related intangible assets | | 1,967 | | | 1,989 | | | 3,936 | | | 3,984 | | | Restructuring and other charges | | 81 | | | 114 | | | 197 | | | 300 | | Acquisition-related costs | | — | | | 90 | | | 2 | | | 197 | | | Operating income | | $ | 10,788 | | | $ | 5,829 | | | $ | 19,351 | | | $ | 12,089 | |
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